Suncoast Equity Management as of Dec. 31, 2024
Portfolio Holdings for Suncoast Equity Management
Suncoast Equity Management holds 76 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 8.3 | $74M | 176k | 421.50 | |
| NVIDIA Corporation (NVDA) | 8.2 | $74M | 547k | 134.29 | |
| Apple (AAPL) | 6.6 | $59M | 235k | 250.42 | |
| Booking Holdings (BKNG) | 6.0 | $54M | 11k | 4968.43 | |
| Visa Com Cl A (V) | 5.3 | $47M | 150k | 316.04 | |
| Alphabet Cap Stk Cl C (GOOG) | 5.3 | $47M | 248k | 190.44 | |
| Intuit (INTU) | 5.0 | $45M | 71k | 628.50 | |
| Accenture Plc Ireland Shs Class A (ACN) | 4.9 | $44M | 126k | 351.79 | |
| Stryker Corporation (SYK) | 4.9 | $44M | 122k | 360.05 | |
| Fiserv (FI) | 4.9 | $44M | 213k | 205.42 | |
| salesforce (CRM) | 4.9 | $44M | 130k | 334.33 | |
| Mastercard Incorporated Cl A (MA) | 3.8 | $34M | 64k | 526.57 | |
| Eli Lilly & Co. (LLY) | 3.6 | $32M | 42k | 772.00 | |
| W.W. Grainger (GWW) | 3.4 | $31M | 29k | 1054.03 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.4 | $30M | 160k | 189.30 | |
| Adobe Systems Incorporated (ADBE) | 3.3 | $29M | 66k | 444.68 | |
| Automatic Data Processing (ADP) | 3.2 | $29M | 99k | 292.73 | |
| Eaton Corp SHS (ETN) | 2.5 | $22M | 68k | 331.87 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.4 | $22M | 48k | 453.28 | |
| McKesson Corporation (MCK) | 1.8 | $17M | 29k | 569.91 | |
| AmerisourceBergen (COR) | 0.7 | $6.2M | 27k | 224.68 | |
| Broadridge Financial Solutions (BR) | 0.7 | $5.9M | 26k | 226.09 | |
| Sherwin-Williams Company (SHW) | 0.5 | $4.5M | 13k | 339.93 | |
| TJX Companies (TJX) | 0.5 | $4.4M | 37k | 120.81 | |
| Marsh & McLennan Companies (MMC) | 0.5 | $4.1M | 19k | 212.41 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $2.9M | 7.2k | 401.58 | |
| Fair Isaac Corporation (FICO) | 0.3 | $2.9M | 1.4k | 1990.93 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $2.7M | 4.6k | 586.04 | |
| Tractor Supply Company (TSCO) | 0.3 | $2.5M | 48k | 53.06 | |
| Pepsi (PEP) | 0.3 | $2.3M | 15k | 152.06 | |
| Cintas Corporation (CTAS) | 0.2 | $2.2M | 12k | 182.70 | |
| Merck & Co (MRK) | 0.2 | $2.0M | 20k | 99.48 | |
| Deckers Outdoor Corporation (DECK) | 0.2 | $2.0M | 9.8k | 203.09 | |
| Zoetis Cl A (ZTS) | 0.2 | $1.9M | 12k | 162.93 | |
| Rollins (ROL) | 0.2 | $1.9M | 41k | 46.35 | |
| Copart (CPRT) | 0.2 | $1.7M | 30k | 57.39 | |
| Itt (ITT) | 0.2 | $1.7M | 12k | 142.88 | |
| Brown & Brown (BRO) | 0.2 | $1.6M | 16k | 102.02 | |
| Corpay Com Shs (CPAY) | 0.2 | $1.5M | 4.5k | 338.42 | |
| McDonald's Corporation (MCD) | 0.1 | $1.2M | 4.3k | 289.89 | |
| Nice Sponsored Adr (NICE) | 0.1 | $1.2M | 7.1k | 169.84 | |
| Hubbell (HUBB) | 0.1 | $1.1M | 2.7k | 418.83 | |
| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $1.1M | 5.8k | 186.70 | |
| Fastenal Company (FAST) | 0.1 | $943k | 13k | 71.91 | |
| Edwards Lifesciences (EW) | 0.1 | $806k | 11k | 74.03 | |
| Roper Industries (ROP) | 0.1 | $801k | 1.5k | 519.86 | |
| Veeva Sys Cl A Com (VEEV) | 0.1 | $781k | 3.7k | 210.25 | |
| Amazon (AMZN) | 0.1 | $776k | 3.5k | 219.39 | |
| Steris Shs Usd (STE) | 0.1 | $732k | 3.6k | 205.57 | |
| Ye Cl A (YELP) | 0.1 | $721k | 19k | 38.70 | |
| FedEx Corporation (FDX) | 0.1 | $667k | 2.4k | 281.35 | |
| NetApp (NTAP) | 0.1 | $648k | 5.6k | 116.08 | |
| IDEXX Laboratories (IDXX) | 0.1 | $630k | 1.5k | 413.44 | |
| Mettler-Toledo International (MTD) | 0.1 | $623k | 509.00 | 1223.68 | |
| Genpact SHS (G) | 0.1 | $608k | 14k | 42.95 | |
| Home Depot (HD) | 0.1 | $600k | 1.5k | 389.02 | |
| Grayscale Ethereum Trust Etf SHS (ETHE) | 0.1 | $546k | 20k | 28.02 | |
| Tesla Motors (TSLA) | 0.0 | $430k | 1.1k | 403.84 | |
| Tuhura Biosciences (HURA) | 0.0 | $421k | 103k | 4.09 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $416k | 772.00 | 538.63 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $415k | 706.00 | 588.29 | |
| Soundhound Ai Class A Com (SOUN) | 0.0 | $413k | 21k | 19.84 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $384k | 2.0k | 187.51 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $378k | 740.00 | 511.07 | |
| Palantir Technologies Cl A (PLTR) | 0.0 | $378k | 5.0k | 75.63 | |
| United Parcel Service CL B (UPS) | 0.0 | $334k | 2.7k | 126.10 | |
| Hartford Financial Services (HIG) | 0.0 | $311k | 2.8k | 109.40 | |
| Wal-Mart Stores (WMT) | 0.0 | $292k | 3.2k | 90.35 | |
| D.R. Horton (DHI) | 0.0 | $286k | 2.0k | 139.82 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $282k | 1.4k | 195.89 | |
| Johnson & Johnson (JNJ) | 0.0 | $261k | 1.8k | 144.63 | |
| DNP Select Income Fund (DNP) | 0.0 | $233k | 26k | 8.82 | |
| Telomir Pharmaceuticals (TELO) | 0.0 | $211k | 51k | 4.12 | |
| Hci (HCI) | 0.0 | $210k | 1.8k | 116.53 | |
| Western Asst High Incm Opprtnty Fnd (HIO) | 0.0 | $67k | 17k | 3.93 | |
| Mira Pharmaceuticals (MIRA) | 0.0 | $26k | 23k | 1.14 |
